Generating Preventive Maintenance Work Orders

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Once you have specified task information for your equipment and spaces, you can have MainBoss automatically generate work orders based on those tasks.

Important: MainBoss does not generate preventive maintenance work orders until you tell it to do so! For example, you might tell MainBoss to generate preventive maintenance work orders for the next week; MainBoss will then figure out what jobs need to be done in that week and will generate the necessary work orders. However, the work orders are not created until you explicitly tell MainBoss to generate them.

By default, MainBoss is set up to generate work orders on a weekly basis. You can set a different schedule if you prefer. There are two general ways of doing this:

To generate work orders, select Work Orders —> Generate Work Orders from the menu. MainBoss opens a window that contains the following:

Important: Until you gain experience with how MainBoss generates work orders based on the schedules you create, you should use Preview or Report to examine the work orders before you actually generate them. If you are expecting a work order for a particular unit and it doesn't appear in the preview or report, you can cancel the work order generation and check the schedule for the unit before proceeding. This will let you make sure that the schedule you have specified is actually what you want. Once you press Generate to generate work orders, there is no going back.
Note: When you click Preview, Report or Generate, MainBoss must scan its database to determine which preventive maintenance tasks have come due. Depending on the size of your database and the number of tasks, this process may take a noticeable amount of time. MainBoss therefore displays a "progress indicator" in the middle part of the window to show that it's working.

When you generate work orders, the creation date for those work orders will be the current date and time (the date and time that you click Generate, telling MainBoss to generate the work orders). The creation date is not the date specified in "Generate up to" unless that happens to be the current date and time.

For general information on work orders, see Work Orders. For browsing work orders, see Browsing Work Orders. For editing work orders, see Creating and Editing Work Orders.

See Also:

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